Jobs at Datarails

Advise finance professionals on budgeting, forecasting, financial modeling, and reporting; customize and validate customer data and Datarails platform setups; recommend process improvements; build long-term relationships; support renewals and upsell conversations.

Manage full sales cycle for a complex B2B SaaS Finance product, work with SDRs, engage finance leaders (CFO, VP Finance, Controllers), create bespoke proposals, hit quota and maintain CRM records.

Implement and configure financial planning solutions for clients: analyze and simplify models and data, advise on budgeting, forecasting, and reporting, validate and improve data quality, recommend process optimizations, gather requirements, and build strategic customer relationships to support financial reporting.

Serve as a technical expert for Datarails, partner with existing customers to implement add-on products, drive adoption, advise on financial reporting best practices, collaborate cross-functionally to influence roadmap, and develop internal playbooks to improve customer outcomes.

Own and grow ERP and reseller partnerships (especially NetSuite VARs) across North America: source, negotiate, onboard, enable, and scale partners to drive referrals and partner-sourced revenue. Coordinate internal teams, deliver tailored product demos, execute co-marketing and GTM initiatives, and ensure partners become engaged, revenue-generating, and retained.

Partner with existing customers to implement add-on products, act as technical expert on the Datarails suite, advise on financial reporting best practices, influence product roadmap through cross-functional collaboration, and maintain relationships with finance stakeholders to drive adoption and expansion.

Own sourcing, negotiating, and scaling strategic partnerships with Private Equity firms to drive portfolio adoption and revenue. Manage full partner lifecycle from onboarding and enablement to co-marketing, portfolio activation, and reporting. Collaborate cross-functionally (Sales, CS, Product, Marketing) to build playbooks, run joint campaigns, and track partner-sourced pipeline and impact.